The type of information that is included in each column within a report is specified by the value in the Column Typerow in the column definition. Each column definition must contain at least one description ( DESC) column and one amount ( FD, WKS, or CALC) column. For a definition of each column type, see Column types .

Note Note

The Column typecodes do not apply to all accounting systems. If you select a type that is not valid with your accounting system, that column appears blank in the report.

Specify a column type

  1. In Report Designer, open the column definition to modify.

  2. Double-click a cell in the Column Typerow in the appropriate column.

  3. Select a column type from the list. For a description of column types, see Available column types .

Column types

Column type code

Description

FD

Use this code to display financial data, or to display data from an Excel spreadsheet when you use a Link to Financial Dimensionscolumn or a Link to Worksheetcolumn in the row definition.

When you select the FDcolumn type, default settings are automatically specified in the following rows:

  • Book Code/Attribute Category– ACTUAL

  • Book Code/Attribute Category– ACTUAL

  • Accounting Year– BASE

  • Period– BASE

  • Periods Covered– PERIODIC

  • Column Width– 14

These default settings can be changed. For more information, see Financial Dimensions column .

CALC

Use this code to display the result of a simple or complex calculation. For more information, see Calculation column in a column definition .

DESC

Use this code to place the row description from the row definition. Although this column is frequently the first column in the report, the description column can be in any position.

ROW

Use this code to display the individual row codes for financial rows from the Row Codecolumn in the row definition.

For more information, see Specify a row code in row definition .

ACCT (Account codes)

Use this code to display the concise financial data segment values or dimension values that apply to each row. For account and transaction detail reports, the fully-qualified account is printed, for example, 110140-070-0101. If ranges have been specified in the Link to Financial Dimensionscolumn in an associated row definition, the range is enclosed in square brackets and is treated as if it were a single value. For example, [110140:110700]-070-[0101:0200]. For financial reports and high-level reports that may be a combination of several accounts, the financial data link from the row definition is printed, for example, 1100:1200.

FILL

Use this code to fill the cell with a character that is enclosed in single quotation marks. If you do not enter a character, the column blank is left blank. For example, to fill a column with an ellipsis ( ...), enter FILL  '.'.

PAGE

Use this code to insert a vertical page break in the report. The columns that are to the right of the PAGEcolumn appear on a different page.

WKS

Use this code to display data that is pulled from an Excel spreadsheet.

ATTR

If your accounting system supports the use of attributes, use this code to display an account or transaction attribute in the column. An attribute, which must apply to a single full account, extracts underlying account or transaction information from the financial data. Account-level attributes display data from the account and transaction-level attributes display data that occurred at the time the transaction was posted. For more information about how to use attributes together with a row definition, see Row modifier in row definitions .

When you select ATTRas the column type, specify the Attribute Categoryin the Book Code/Attribute Categorydetail row of the column definition.

For more information about attribute filters, see Apply an attribute filter in a column definition .

XBRL ELEMENT

If you are using XBRL, use this code to display the XBRL element that is associated with this column type. For more information about XBRL, see XBRL and Management Reporter .

See Also